Westmountain Index Advisor INC
SEC CIK 1421601 · WMTN · last insider filing 2016-12-16
Directors (from insider filings)
| Name | Capacity as filed | Filings |
|---|---|---|
| Bloom Richard A | Director | filed 2016 - 2016 |
| Klemsz Brian L | Director | filed 2016 - 2016 |
| Capital Peak Partners, LLC | Director | filed 2011 - 2015 |
| Schifrin Gregory L | Director · CEO | filed 2011 - 2015 |
| Rasmussen Dale | Director | filed 2013 - 2015 |
| Baughman James G. | Director · COO | filed 2011 - 2013 |
| Cassidy Kevin Michael | Director | filed 2011 - 2012 |
| Sarmat, LLC | Director · CEO | filed 2011 - 2011 |
| Troska Joni K | Director · Treasurer and CFO | filed 2011 - 2011 |
Officers (from insider filings)
| Name | Title as filed | Filings |
|---|---|---|
| Creamer James W III | CFO | filed 2015 - 2015 |
| Knepper Loni D | CFO | filed 2014 - 2014 |
| Scott Mark E | CFO | filed 2011 - 2014 |
About this record
From the SEC's insider-transaction filings (Forms 3, 4 and 5). Every reporting director and officer carries a Commission-assigned identifier (CIK), so these footprints are identifier-verified - no name matching involved. Insiders file when they transact, so dates are filing dates: "last filed" never means "served until". This layer is not yet joined to the nonprofit register - identity joins ship only after independent review.
Source: SEC Insider Transactions Data Sets (Forms 3/4/5), US Federal Government public domain.